Mitchell Lynn Phillips

Current Employers

Employment History

• 02/1998 → Present
  State Farm Vp Management Corp.
  West Jefferson, NC
• 04/1992 → Present
  Mitch Phillips Insurance Agency
  West Jefferson, NC
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  W. Jefferson, NC
• 11/2022 → Present
  State Farm Investment Management Corp
  West Jefferson, NC

Other Businesses

1) M&M PROPERITIES OF NC LLP; IS INVESTMENT-RELATED; 402 GRAYBEAL AVE IN WEST JEFFERSON NC.; INVESTMENT OR COMMERCIAL PROPERTY; GENERAL PARTNER; 10/01/2002; DEVOTES 2 HOURS PER MONTH. 1 HOUR DURING SECURITIES TRADING HOURS; I DEPOSIT CHEKS AND HAVE PAYMENTS DRAFTED. THIS IS A REAL ESTATE HOLDING. I DEVOTE 8 HOURS PER MONTH TO THIS BUSINESS. 0 HOURS DURING SECURITIES TRADING HOURS. ML PHILLIPS FAMILY LIMITED PARTNERSHIP. PARTNER. 49% OWNERSHIP. START DATE 12/2000. LOCATION - 402 GARYBEAL AVE., WEST JEFFERSON, NC. REAL ESATTE HOLDING. DUTIES - PAY BILLS, MAKE DEPOSITS, BUY/SELL REAL ESTATE, RENT PROPERTY. 2) HIGH COUNTRY CONDOMINIUM ASSOCIATION; NON-INVESTMENT-RELATED; 768 WEST KING ST BOONE; OTHER; 0% PRESIDENT; 07/01/2013; 0 HR/MO; 0 HR/MO; SIGN NECCESSARY FORMS MAILED TO ME FROM THE MANAGEMENT COMPANY. 3) MEADOWVIEW CONDOMINIUM ASSOCIATON; NON-INVESETMENT-RELATED; 768 WEST KING STREET BOONE, NC 28607; OTHER-CONDO ASSOCATION; 0% PRESIDENT; 7/1/13; 0 HRS/MO; 0 HRS/MO; SIGN FORMS AS NECCESSARY PREPARED BY THE MANAGEMENT COMPANY. 4) ASHE COUNTY ROTARY CLUB; NON-INVESTMENT-RELATED; 184 W LANDING DR, JEFFERSON, NC 28640; PUBLIC SERVICE; SECRETARY 0%; 7/1/13; 1 HR/MO; 0 HRS/MO; KEEP UP WITH ATTENTANCE AND BULLETINS 5) Kingswood HOA Association; Non-Investment-Related; 768 West King Street, Boone, NC 28607; President; 7/26/2003; Other; President of the homeowners' association, consist of signing papers very occasionally, the work is done by Harold Tilley the property management company.; 0 HR/MO for both. 6) Kingswood Investments LLC; investment-related; 875 Mount Jefferson RD Ste 1, West Jefferson, NC 28694; Investment or Commercial Property; 1/1/2020; 2; 0; none. 7) Howard Street Investments, LLC; investment-related; 875 Mount Jefferson Rd STE. 1, West Jefferson, NC 28694; Investment or Commercial property; partner; 10/30/2020; 1; 0; Managing member of the LLC. 8) Mitchell Phillips's Insurance Agency; Insurance Agency; Investment-related; 875 Mount Jefferson Rd W Jefferson, NC 28694-8579; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/16/1990; 80; 80; Service customers and supervise employees 9) Mitch Phillips - Property #1 (Personally Held Real Estate); Investment-related; 1469 W King St Boone NC 28607; Investment or Commercial Property; Owner; none; 1/10/1994; 1; 0; Duties 10) Mitch Phillips - Property #2 (Personally Held Real Estate); Investment-related; 115 Rogers Dr Boone, NC 28607; Investment or Commercial Property; Owner; none; 8/1/1992; 1; 0; Duties 11) Mitch Phillips - Property #3 (Personally Held Real Estate); Investment-related; 229 East King St. Boone, NC 28607; Investment or Commercial Property; Owner; none; 1/10/2023; 1; 0; Duties 12)Jefferson United Methodist Church; investment related; 115 E Main St Jefferson NC 28694; church; board member; 05/15/2024; 1;0;rovide for planning and implementing a program of nurture, outreach, witness, and resources in the local church. It shall also provide for the administration of its organization and temporal life. It shall envision, plan, implement, and annually evaluate the mission and ministry of the church". (2016 Book of Discipline, paragraph 252) ;"Provide supervision, oversight, and care of all real property owned by the local church and of all property and equipment acquired directly by the local church." (2016 Book of Discipline, paragraph 2553.1 "Shall receive and administer all bequests made to the local church; shall receive and administer all trusts; and shall invest all trust funds of the local church." (2016 Book of Discipline, paragraph 2553.5) ;Provide for "stewardship of financial resources." "Compile annually a complete budget for the local church." "Establish written financial policies to document the internal controls of the local church." (2016 Book of Discipline, paragraph 258.4);Provide support for the pastor and staff. Provide annual evaluations of the pastor and staff

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  1998-06-29

Other Names

• Mitch Phillips